See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,489 | $114,047-17.1% | $96,139-1.7% | $167,490-43.6% |
| Participation rate | 88.2% | 75.1%+13.2pp | 68.4%+19.8pp | 82.1%+6.1pp |
| Annual return | 12.21% | 189.88%-177.7pp | 191.94%-179.7pp | 478.56%-466.3pp |
| Employer contribution / active EE | $5,644 | $3,427+64.7% | $2,797+101.8% | $4,837+16.7% |
| Participant deferral / active EE | $16,694 | $5,194+221.4% | $4,349+283.9% | $6,341+163.3% |
| Admin fee / account holder | $3,906 | $6,897-43.4% | $5,537-29.5% | $12,309-68.3% |